BEACON INVESTMENT ADVISERS, LLC

Overview

Beacon Investment Advisers, LLC is a small, independent registered investment adviser serving individual and family clients. The firm charges a percentage-of-AUM fee and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is equity‑centric, with a pronounced preference for non‑exchange traded equities rather than broad exposure to listed stocks or ETFs. The firm is not positioned as a capital allocator; instead it appears to rely on third‑party managers and packaged products where appropriate. Given its scale and client focus, the firm looks to combine bespoke portfolio management with off‑the‑shelf solutions such as mutual funds and annuities to meet client income and diversification needs. It is not an active ESG investor and operates with a limited geographic footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices